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Report: All major notebook vendors, except Apple, significantly reduced notebook orders in July

Friday, September 3, 2010 · 9:38 am · 13 Comments

“Due to a strong nosedive in global consumer notebook demand, all the first-tier notebook vendors except Apple, reduced their notebook orders significantly in July” Joseph Tsai reports for DigiTimes.

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“Hewlett-Packard’s (HP’s) volume [dropped] back to the levels of April and May, a monthly low for HP in 2010,” Tsai reports. “Acer also saw its shipments drop to less than two million units, the company’s lowest monthly volume in 2010, according Digitimes Research senior analyst Joanne Chien.”

Full article here.

MacDailyNews Take: Have mass market consumers finally figured out that you get what you pay for and that sticker price is not the same as total cost of ownership?

[Attribution: Electronista. Thanks to MacDailyNews Reader "Arline M." for the heads up.]

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Comment Feed

13 Comments

breeze

Friday, September 3, 2010 - 9:51 am · Reply

The tables are turning
Jersey_Trader

Friday, September 3, 2010 - 9:52 am · Reply

And Apple can’t make their Mac and iOS products and devices fast enough. They can’t keep up and all the countries are not in play yet.

How about that. Surprise!
Crabapple

Friday, September 3, 2010 - 9:53 am · Reply

@ MDN

Yes, I guess.
Burrell

Friday, September 3, 2010 - 9:56 am · Reply

MDN: “you get what you pay for and that sticker price is not the same as total cost of ownership?”

Which statement leads to why Microsoft is likely to start seeing a drop off in OS/MSO sales as their business sunsets.

Ten years ago or more Warren Buffett noted he did not invest in Microsoft, even though he was/is a friend of Bill Gates because (to paraphrase) ‘I don’t invest in software business I don’t understand’, meaning he can’t see an indefinite income stream from Microsoft.

One long day back, Hollerith Punch Cards, Fortran and CPM were ‘big’ as was later the ’360′. All things end as change takes place.

Apple has specialized in the last ten years making things happen much MUCH faster, with much higher quality with many thousands of engineers and not just a handful cranking out a design every year or three.

The old days of building ‘biege boxes’, ‘white boxes’ and ‘black laptops’ from old stock parts is darned near over.

$500 is now the consumer price for top quality web and content access, and the mass market is thus better for it as the market expands.

And for those of us who need 3D, finite element analysis and such, Apple has earned our trust.
Jersey_Trader

Friday, September 3, 2010 - 9:59 am · Reply

breeze, the tables turned all the way when the iPad came out. They saw the tables start to turn when the iPhone and A4 chip came out. When I was at the 8/28/2010 rally in Washington DC, almost all I saw was iPhones or iPod touch devices around me. Maybe 75% to 85% of the hand held devices. I have been told by a freshman last year that the MacBook had 75% or more of the campus market. Should be more this year and if they ever can get a job, they will bring their Macs with them to work.
synthmeister

Friday, September 3, 2010 - 10:00 am · Reply

I think the tipping point might be now.

Then again, it might not.

Seriously though, in my microscopic corner of the universe, I’ve suddenly seen family, friends and associates suddenly buy Apple products, who in the past would have never ever considered Apple products–iPhones, iPads and MacBooks, not just an iPod here or there.
breeze

Friday, September 3, 2010 - 10:06 am · Reply

Jersey_Trader:

You got that right, mark this time as the AD of the computing world…

Life after iPad will never be the same.
nomoremsbs

Friday, September 3, 2010 - 10:19 am · Reply

Sometimes people need a few crappy laptops to use as stepping stones to get to Apple’s walled garden of paradise, where the products just work, and the experience is positively great, and later if you wanted to upgrade your Apple product, it is actually worth a good chunk of change because they are quality products that still work like the day you bought them and they are easy to sell.
mossman

Friday, September 3, 2010 - 10:23 am · Reply

Converted yet another starving (grad) student friend to Mac a few weeks ago. She’s now the proud owner of a new Macbook (white). The steep discount offered by the store, almost 20%, definitely helped a LOT

* $100 for recycling an old PC, which I happened to have laying around; and they beat Apple’s $50 edu discount by taking $100 off when we passed on the bundled MS Office suite. Schweet!!
Mr. Reeee

Friday, September 3, 2010 - 10:25 am · Reply

@Jersey-Trader

“I have been told by a freshman last year that the MacBook had 75% or more of the campus market. Should be more this year and if they ever can get a job, they will bring their Macs with them to work.”

This where almost a decade of the iPod is starting to have real impact. Think of all the iPod toting kids, who are now enamored of Apple products and see Windows as grandad’s computer, like a Buick or a Model-T.

Now that they’re spending THEIR OWN MONEY, making the own choice it’s a different story entirely. Macs are entering the workplace from BELOW, from the users.

iOS devices are the Special-Ops, softening the target.
Macs are the Stryker assault! (my cousin commanded a Stryker group in Iraq)
Eeek

Friday, September 3, 2010 - 11:00 am · Reply

The so called competition just never seem to get it. . . Apple + Ease of use (iOS) + iTunes Ecosystem = Success.

Non Apple + Android + non iTunes ecosystem = FAIL!!!!

Until a ‘competitor’ creates the hardware, creates the software and creates a one stop shop like iTunes, nobody can compete with Apple at the moment.

iTunes took (10) years to negotiate the media deals and get to where it is today. No competition (competitor) starting from scratch is going to be able to get to where iTunes is any time soon.
maclover

Friday, September 3, 2010 - 1:49 pm · Reply

It’s blatantly obvious people need to critically understand any news they read. If there was a nosedive in consumer demand, even Apple wouldn’t be selling. That’s an excuse. The reality is, more consumers are seeking a better value, thus Apple excels.
clyde2801

Monday, September 6, 2010 - 8:50 am · Reply

I think its as much market and tech saturation as the economy. Does your average consumer with a c2d win7 box really need a new i3/i5/i7 to browse, email, twitter or watch movies? No.

And win7 ain’t too bad. There. I said it.

Apple still has room to grow, and many whose old wintel machines have died or become obsolete will probably try macs; their high resale and ability to run windows makes them a cant lose proposition.

There’s still the possibility that ipads may cannibalize computer sales, mac and otherwise. The genius of the device is that steve and jonny have figured out how most pc consumers actually use their devices, and improved those features while cutting out what they don’t need for a lower price point. Internet tablet has become a whole new paradigm.